SERVICE APPLICATIONS

Quote Automation

We build quote preparation workflows around your estimating rules. AI can turn an enquiry or site notes into a draft scope and identify missing details. Approved price books and calculation rules determine the figures, while your estimator checks exclusions, quantities, and commercial terms before the quote is sent.

Find a practical starting point for your business.

Describe the process and the systems you use. We’ll discuss where automation could help and what a useful first project would involve.

(267) 279-9614contact@airinteractive.io

ENGAGEMENT SCOPE

A reviewable quote built from your pricing rules

These deliverables form the starting point for your proposal. We agree the systems, responsibilities, and acceptance criteria before work begins.

Scope intake
A structured brief assembled from the agreed enquiry sources, with missing measurements, specifications, or customer decisions flagged.
Quote template and calculations
Line items, approved rates, calculation rules, and standard exclusions mapped into your chosen quote format.
Approval workflow
A draft review step with source references, revision tracking, and an agreed route to your quoting or CRM system.

How we deliver the work

We compare sample enquiries with the quotes your estimator would prepare. We map the price sources and test scenarios such as missing quantities, changed rates, and work outside the standard scope. Your estimator approves the output format and checks the pilot before any customer-facing delivery is automated.

Can AI choose the price for a job?

We use your approved rates and calculation rules. AI can suggest a scope or flag omissions, but bespoke pricing and exceptions remain with the person responsible for the estimate. We can also prepare scope-only drafts when no reliable price book exists.

Application examples

Explore a workflow below to see the proposed process and where your team stays involved.

Showing 6 of 6 applications

Sales estimator checking a printed quotation beside product samples and a laptop.

Quote preparation

Turn an inquiry and your approved rates into a clear quote draft for your team to check.

Explore workflow
Roofing estimator reviewing inspection photos and job sheets at a truck tailgate.

Roof repair estimates from inspection notes

Turn a roofer’s documented findings into a repair scope, priced draft, and customer explanation.

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Landscaping estimates from site notes

Landscaping estimates from site notes

Build a first estimate from your measured site notes, job checklist, and approved price book.

Explore workflow
Client proposal drafts

Client proposal drafts

Build a proposal outline from an approved brief and your service templates.

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Seasonal service proposals

Seasonal service proposals

Prepare renewal proposals from existing property scopes and approved seasonal options.

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Repair-shop estimates and customer updates

Repair-shop estimates and customer updates

Turn technician notes into plain-English estimate explanations and ready-to-review progress updates.

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You’ve reached all 6 matching applications.

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